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Lion Street Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Lion Street Advisors’s Portfolio FLMI Stock Details FLMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,143
Closed -$219K – 254
2023
Q1 		$219K Buy
+9,143
New +$218K 0.07% 219

Other funds holding FLMI

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
LFP
Leeward Financial Partners Bellevue, Washington $381M AUM 23.91% 1-Year Est. Return

Lion Street Advisors's FLMI Position: Q2 2023 in Review

Lion Street Advisors sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2023, closing a stake of 9,143 shares — an estimated $219K sold.

Lion Street Advisors first reported a position in FLMI in Q1 2023 and held it in 1 quarter. The position peaked at $219K in Q1 2023. 29 funds tracked by Wall St. Rank hold FLMI as of Q2 2023.

  • Lion Street Advisors reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Lion Street Advisors sold 9,143 Franklin Dynamic Municipal Bond ETF shares in Q2 2023, an estimated $219K.
  • Lion Street Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2023 and held it in 1 quarter.
  • Lion Street Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $219K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2023.

Based on Lion Street Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.